SFMG Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

SFMG Wealth Advisors’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-2,373	Closed	-$315K	–	122
2016 Q4	$315K	Sell	2,373 -58,571	-96%	-$8.04M	0.07%	83
2016 Q3	$8.83M	Sell	60,944 -671	-1%	-$97.7K	1.94%	12
2016 Q2	$9.03M	Sell	61,615 -814	-1%	-$116K	2.02%	12
2016 Q1	$8.84M	Buy	+62,429	New	+$8.7M	1.95%	14
2014 Q4	–	Sell	-2,460	Closed	-$320K	–	131
2014 Q3	$320K	Hold	2,460	–	–	0.1%	57
2014 Q2	$318K	Hold	2,460	–	–	0.11%	57
2014 Q1	$310K	Hold	2,460	–	–	0.1%	54
2013 Q4	$297K	Hold	2,460	–	–	0.1%	54
2013 Q3	$308K	Sell	2,460 -5,970	-71%	-$740K	0.12%	49
2013 Q2	$1.07M	Buy	+8,430	New	+$1.12M	0.43%	24

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SFMG Wealth Advisors's TLH Position: Q1 2017 in Review

SFMG Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2017, closing a stake of 2,373 shares — an estimated $315K sold.

SFMG Wealth Advisors first reported a position in TLH in Q2 2013 and held it in 10 quarters. The position peaked at $9.03M in Q2 2016. 67 funds tracked by Wall St. Rank hold TLH as of Q1 2017.

SFMG Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
SFMG Wealth Advisors sold 2,373 iShares 10-20 Year Treasury Bond ETF shares in Q1 2017, an estimated $315K.
SFMG Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2013 and held it in 10 quarters.
SFMG Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $9.03M in Q2 2016.
67 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2017.

Based on SFMG Wealth Advisors's 13F filing for Q1 2017, filed 1 May 2017.